HGTY icon

Hagerty

74 hedge funds and large institutions have $561M invested in Hagerty in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
20
Reduced
20
Closed
6
Calls
$35K
Puts
$10K
Net Calls
+$25K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$435K +$435K +53,230 New
Renaissance Technologies
27
Renaissance Technologies
New York
$426K +$54.8K +6,700 +15%
Morgan Stanley
28
Morgan Stanley
New York
$385K +$66K +8,083 +21%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$299K +$40.9K +5,000 +16%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$282K +$6.77K +828 +2%
CSS
31
Cubist Systematic Strategies
Connecticut
$261K +$310 +38 +0.1%
Barclays
32
Barclays
United Kingdom
$219K +$166K +20,341 +314%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$206K +$206K +25,038 New
CS
34
Credit Suisse
Switzerland
$205K -$10.9K -1,334 -5%
GWM
35
Grand Wealth Management
Michigan
$198K
Bank of America
36
Bank of America
North Carolina
$197K +$5.25K +642 +3%
Jane Street
37
Jane Street
New York
$190K +$190K +23,230 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$183K +$3.64K +446 +2%
HF
39
HRT Financial
New York
$177K +$177K +21,712 New
UBS AM
40
UBS AM
Illinois
$170K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$169K -$70.3K -8,602 -29%
MIM
42
Meixler Investment Management
Arizona
$161K +$161K +19,725 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$157K -$76K -9,299 -33%
QC
44
Quadrature Capital
United Kingdom
$147K +$147K +18,031 New
Goldman Sachs
45
Goldman Sachs
New York
$141K -$18K -2,201 -11%
CC
46
Corton Capital
Ontario, Canada
$133K +$133K +16,313 New
NA
47
NewEdge Advisors
Louisiana
$132K
Legal & General Group
48
Legal & General Group
United Kingdom
$128K
CI
49
CAZ Investments
Texas
$123K
VA
50
Vident Advisory
Georgia
$119K +$119K +14,576 New